Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,573 | $172,111-86.9% | $150,298-85.0% | $137,256-83.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.89% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,456 | $4,636-25.5% | $4,154-16.8% | $4,156-16.9% |
| Participant deferral / active EE | $7,766 | $6,166+26.0% | $5,453+42.4% | $6,407+21.2% |
| Admin fee / account holder | $1,659 | $16,471-89.9% | $14,116-88.2% | $12,270-86.5% |